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For many retirees, Social Security is a cornerstone of their income strategy. That makes sense - it helps establish how much support a retirement portfolio will need to provide, and when.
But understanding how to get the most out of your benefits is more than just choosing an age to start collecting. There are spousal and survivor benefits to factor in, family benefits, disability considerations, and even the possibility of taxes on what you receive.
Want to learn 5 surprising facts about Social Security that could affect your plan? Podcast host Johnny Dean and Rick “The Professor” Plum, CFP® tell you what you need to know on this week's episode of Managing Your Financial Future!
By Lucia Capital Group4.9
2323 ratings
For many retirees, Social Security is a cornerstone of their income strategy. That makes sense - it helps establish how much support a retirement portfolio will need to provide, and when.
But understanding how to get the most out of your benefits is more than just choosing an age to start collecting. There are spousal and survivor benefits to factor in, family benefits, disability considerations, and even the possibility of taxes on what you receive.
Want to learn 5 surprising facts about Social Security that could affect your plan? Podcast host Johnny Dean and Rick “The Professor” Plum, CFP® tell you what you need to know on this week's episode of Managing Your Financial Future!

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